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Private Banking Relationship Manager

Top Executive (Asia) Limited

  • Company Industries:General Business Services

Job Information

  • Post Date:2020-03-27
  • Career Level:Middle
  • Location:Not Specified
  • Yr(s) of Exp:5 years
  • Qualification:Degree
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:http://www.topexecutive.com

Job Description

Responsibilities:

  • Acquire new Ultra High Net Worth Individuals and solicit business opportunities through cross-selling, referral and personal business connections.
  • ​Identify customers’ needs and provide customized solutions on a comprehensive range of private banking, investment and wealth management products to customers.
  • Promote long term client relationships and enhance the company's value proposition.
  • Ensure all selling activities are in compliance with the bank’s guidelines.

Requirements:

  • University graduate, preferably major in Business Administration, Accounting, Finance or Economics
  • Qualified for registration as a Securities Intermediary and Insurance Intermediary of the Bank
  • 5 years' solid experience in serving high-net-worth customers (less experience may also be considered)
  • Strong analytical skills and solid track record in developing relationships with customers
  • Excellent communication, interpersonal skills and proficient in both spoken and written English, Cantonese and Mandarin

Offers:

  • Competitive remuneration package, include basic salary and incentive scheme
  • Attractive fringe benefits and long term service benefits
  • Wide range of Private Banking products, as well as Universal Life and oversea Properties
  • Great career opportunities and development
  • Great support on infrastructure
  • Flexible working culture. 

Company Info

Our client, a well established General Insurance group is looking for a FRESH GRAD . The right candidate should be/ posses:

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